Channels at a glance

A channel is one place customers can reach you: a WhatsApp number, a Facebook Page, an Instagram account, a mailbox, an SMS number, a chat app bot, or the chat on your website. Every channel you connect feeds the same inbox.

Connect a channel

1. 1 Open Settings → Channels. Your connected channels are listed at the top, each with the time its last message arrived.
2. 2 Press Connect a channel and pick from the catalog. Tabs narrow it down: Business Messaging, SMS, Email and Live Chat.
3. 3 Follow the short steps on the connect page. Channels marked One-click connect with a single sign-in; the others ask for a key or token from the provider.
4. 4 Send your new channel a test message and watch it arrive in the inbox.

Good to know

• You can connect more than one channel of the same kind — two WhatsApp numbers, or a mailbox per department.
• One account can only be connected to one workspace at a time. To move it, disconnect it in the old workspace first.
• Each channel has its own settings: away auto-reply, the satisfaction survey after a conversation is closed, and for Facebook and Instagram, post comments.
• Only teammates with the «Connect and configure channels» permission can add or change channels.